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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Yoder Wealth Management
Walnut Creek,
California
| USD 178 M | -USD 3.36 M | -2% | 3.25% | 69.3% | 112 | 5.36% | 1.6 |
|
| 5927 |
5927
Resolute Capital Asset Partners
Denver,
Colorado
| USD 178 M | -USD 8.23 M | -4% | 4.46% | 657% | 56 | 69.64% | 0.5 |
|
| 5928 |
5928
MSD Capital
New York
| USD 178 M | -USD 5.56 M | -3% | 2.76% | 11.5% | 3 | 0% | 4.3 |
|
| 5929 |
5929
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 178 M | +USD 6.5 M | +4% | 1.98% | 45.1% | 38 | 10.53% | 6.4 |
|
| 5930 |
II
5930
Ironclad Investments
Maitland,
Florida
| USD 178 M | +USD 6.65 M | +4% | 4.58% | 78.4% | 3 | 0% | 1.3 |
|
| 5931 |
5931
BOCHK Asset Management
Hong Kong
| USD 178 M | -USD 149 M | -46% | 2.38% | 503% | 77 | 53.25% | 0.6 |
|
| 5932 |
5932
Brooks Moore & Associates
Chattanooga,
Tennessee
| USD 177 M | +USD 8.18 M | +5% | 1.83% | 72.3% | 105 | 11.43% | 4.1 |
|
| 5933 |
5933
Strategic Planning Inc
Columbus,
Ohio
| USD 177 M | – | – | 2.4% | – | 57 | – | 0 |
|
| 5934 |
5934
Brookmont Capital Management
Dallas,
Texas
| USD 177 M | -USD 9.9 M | -5% | 0.9% | 32.2% | 54 | 1.85% | 7.3 |
|
| 5935 |
5935
Carl Stuart Investment Advisor
Austin,
Texas
| USD 177 M | -USD 10.2 M | -5% | 1.23% | 94.5% | 20 | 25% | 2.1 |
|
| 5936 |
5936
Summit Place Financial Advisors
Summit,
New Jersey
| USD 177 M | +USD 1.32 M | +0.8% | 0.25% | 111% | 94 | 6.38% | 3.1 |
|
| 5937 |
5937
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| USD 177 M | -USD 20.7 M | -10% | 3.92% | 68.6% | 56 | 17.86% | 2.6 |
|
| 5938 |
5938
Banyan Capital Management
Atlanta,
Georgia
| USD 177 M | +USD 10.3 M | +6% | 3.13% | 44.4% | 16 | 0% | 4.5 |
|
| 5939 |
5939
Cairn Investment Group
Vancouver,
Washington
| USD 177 M | +USD 6.84 M | +4% | 3.28% | 67.4% | 73 | 16.44% | 3.5 |
|
| 5940 |
5940
Horizon Bancorp
Michigan City,
Indiana
| USD 177 M | -USD 35.2 M | -17% | 1.06% | 35.3% | 198 | 10.1% | 3 |
|
| 5941 |
5941
Kapstone Financial Advisors
Lebanon,
Ohio
| USD 177 M | -USD 10.6 M | -6% | 1.12% | 156% | 118 | 8.47% | 1.8 |
|
| 5942 |
5942
Haven Private
Orlando,
Florida
| USD 177 M | -USD 2.28 M | -1% | 2.31% | – | 153 | 24.84% | 0.2 |
|
| 5943 |
FCFC
5943
First Citizens Financial Corp
Mason City,
Iowa
| USD 177 M | -USD 7.42 M | -4% | 0.98% | 72.9% | 126 | 7.94% | 3.4 |
|
| 5944 |
5944
Security National Bank of So Dak
Sioux City,
Iowa
| USD 177 M | -USD 2.52 M | -1% | 1.51% | 67.7% | 117 | 11.97% | 5.5 |
|
| 5945 |
5945
International City Management Association Retirement Corp
Washington,
District of Columbia
| USD 177 M | +USD 14.1 M | +9% | 2.22% | 48.1% | 6 | 16.67% | 1.4 |
|
| 5946 |
5946
Horizon Advisory Services
West Henrietta,
New York
| USD 177 M | +USD 2.01 M | +1% | 1.07% | – | 47 | 4.26% | 0.6 |
|
| 5947 |
5947
Worldly Partners Management
Needham,
Massachusetts
| USD 177 M | -USD 14.5 M | -8% | 8.65% | 19.2% | 3 | 0% | 2.3 |
|
| 5948 |
5948
JW Asset Management
Miami Beach,
Florida
| USD 177 M | -USD 33.7 M | -16% | 7.04% | 251% | 20 | 25% | 1.2 |
|
| 5949 |
5949
Brown Shipley & Co
London,
United Kingdom
| USD 177 M | -USD 24.8 M | -12% | 6.97% | 125% | 65 | 3.08% | 1.8 |
|
| 5950 |
5950
Longaeva Partners
Chicago,
Illinois
| USD 177 M | – | – | 2.81% | – | 21 | – | 0 |
|